Alphabet Inc. (GOOG):
GOOG is currently the fifth-largest position at ~10% of the portfolio. It was
established in Q2 2016 at prices between $668 and $767 and the stock is now at
$1220. There was minor trimming this quarter.

JD.com (JD): JD was the largest stake in the
portfolio at 9.21% as of last quarter. It was purchased this quarter at prices
between $20 and $31. The position was disposed this quarter at prices between $25.75
and $31.25. The stock currently trades at $30.04.

In August, it was reported that Scion Asset Management
acquired ~3M shares of GameStop (GME) and had urged management to buyback $300M
worth of shares using cash-on-hand. The stock was trading at ~$3.75 at the time
and currently goes for $5.78.

Below is a spreadsheet that shows the changes to Michael
Burry's Scion Asset Management US long portfolio holdings as of Q2 2019. For a
look at how the portfolio has progressed, see our previous update: